13F Insight
DOSSIER · 13F-HR · Q3 2026

Squire Investment Management Company, LLC

$428M in tracked AUM across 98 positions as of Q3 2026.

SI
CIK 0002031291 · last filed Sep 30, 2026
Total AUM
$428M
as of Q3 2026
Holdings
98
+9 QoQ
positions
Whale Score
62
62
tracked
Activity
81
+15 new, −6 sold
changes this Q
AI Analysis · Q3 2026

Squire Investment Management Company, LLC filed its latest 13F-HR for Q3 2026. 81 position changes this quarter — 15 new, 6 exited, 37 added, 23 trimmed.

Quarter at a glance — Q3 2026

81 material changes this filing.

NEW
DFSVDFA INVT DIMENSIONS GROUP IN
+125K sh
+$5M
1.1%
EXIT
DFSVDIMENSIONAL ETF TRUST
-115K sh
$-4M
—
EXIT
DFARDIMENSIONAL ETF TRUST
-137K sh
$-4M
—
NEW
DFARDFA INVT DIMENSIONS GROUP IN
+139K sh
+$3M
0.8%
ADD
ITOTISHARES TR
+16K sh
+$3M
10.0%
ADD
AVDVAMERICAN CENTY ETF TR
+15K sh
+$3M
5.7%
TRIM
DFATDIMENSIONAL ETF TRUST
-1K sh
$-2M
6.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$51M1.1M11.9%02
BSVO
EA SERIES TRUST
$49M1.8M11.5%03
ITOT
ISHARES TR
$43M258K10.0%04
DFAT
DIMENSIONAL ETF TRUST
$29M431K6.7%05
AVDV
AMERICAN CENTY ETF TR
$24M221K5.7%06
DFIV
DIMENSIONAL ETF TRUST
$23M408K5.3%07
DFEM
DIMENSIONAL ETF TRUST
$20M515K4.8%08
IDEV
ISHARES TR
$19M216K4.5%09
VGIT
VANGUARD SCOTTSDALE FDS
$16M289K3.8%10
DFUV
DIMENSIONAL ETF TRUST
$16M292K3.8%

Filing history

2026Q3Sep 30
$428M▲ 3.0%
98 positionsView →2026Q2Jun 30
$415M▲ 15.4%
89 positionsView →2026Q1Mar 31
$360M▲ 8.9%
76 positionsView →2025Q4Dec 31
$330M▲ 7.6%
74 positionsView →2025Q3Sep 30
$307M▲ 13.1%
68 positionsLocked2025Q2Jun 30
$271M▲ 13.1%
66 positionsLocked2025Q1Mar 31
$240M▲ 5.6%
64 positionsLocked2024Q4Dec 31
$227M▲ 8.1%
66 positionsLocked2024Q3Sep 30
$210M▲ 19.3%
62 positionsLocked2024Q2Jun 30
$176M▲ 11.1%
55 positionsLocked2024Q1Mar 31
$159M▲ 29.2%
53 positionsLocked2023Q4Dec 31
$123M—
50 positionsLocked